Vanishing Act: Making Yourself “Replaceable”

Track: Strategic Management

Session Number: 1113
Date: Thu, Aug 9th, 2018
Time: 3:00 PM - 3:30 PM
Room: Room 320-321

Description:

Imagine you vanished tomorrow. What would happen to your research shop? The goal of this session, strange as it may sound, is to learn how to make yourself “replaceable” – that is, to create such disciplined and organized systems within your shop that if you were to disappear, anyone could step in and continue research operations seamlessly. The presentation will offer a case study on the development, implementation, and ongoing revision of documented research policies and procedures. By establishing such systems, you can improve your shop’s efficacy, allowing for its growth from basic research operations to become a strategic partner within the organization.

Please note: This session will be recorded.
Session Type: PD or DAS Case Study (30 minutes)

Primary Competency: PR:Competency 2: Prospect Research Essentials
Secondary Competency: PR:Competency 1: Information Management/Records Management
Tertiary Competency: RM:Competency 12: Orienting and Training Colleagues
Intended Audience Level: Level I
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn to implement research systems appropriate for their own shop and organization by thinking critically about how their shop functions and translating their operations into written plans, policies, and procedures.
Learning Objective #2: Attendees will learn to approach their shop's operations from a more strategic perspective, beyond basic research functions, by collecting and incorporating stakeholder input to develop and refine their research systems.
Shop Size: Small
Session Type: PD or DAS Case Study (30 minutes)

Primary Competency: PR:Competency 2: Prospect Research Essentials
Secondary Competency: PR:Competency 1: Information Management/Records Management
Tertiary Competency: RM:Competency 12: Orienting and Training Colleagues
Intended Audience Level: Level I
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn to implement research systems appropriate for their own shop and organization by thinking critically about how their shop functions and translating their operations into written plans, policies, and procedures.
Learning Objective #2: Attendees will learn to approach their shop's operations from a more strategic perspective, beyond basic research functions, by collecting and incorporating stakeholder input to develop and refine their research systems.
Shop Size: Small